ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,201,082 | +1.6% | 49,920 | +0.4% | 0.86% | -10.9% |
| Q4 2022 | $1,181,710 | +2.0% | 49,714 | +0.7% | 0.96% | -3.7% |
| Q3 2022 | $1,159,000 | -2.1% | 49,356 | +0.4% | 1.00% | -1.7% |
| Q2 2022 | $1,184,000 | -0.8% | 49,145 | +0.1% | 1.02% | +8.1% |
| Q1 2022 | $1,193,000 | -4.8% | 49,085 | +0.4% | 0.94% | +6.3% |
| Q4 2021 | $1,253,000 | +3.1% | 48,867 | +4.5% | 0.89% | -4.5% |
| Q3 2021 | $1,215,000 | +4.1% | 46,765 | +4.4% | 0.93% | +4.9% |
| Q2 2021 | $1,167,000 | +0.5% | 44,809 | +0.3% | 0.88% | -11.9% |
| Q1 2021 | $1,161,000 | – | 44,681 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 665,639 | $15,822,234 | 7.05% |
| Francis Financial, Inc. | 473,616 | $11,257,850 | 5.87% |
| LFA - Lugano Financial Advisors SA | 162,090 | $3,852,879 | 3.30% |
| Milestone Investment Advisors LLC | 371,670 | $8,834,601 | 2.51% |
| Private Ocean, LLC | 766,136 | $18,211,052 | 2.31% |
| Integris Wealth Management, LLC | 251,959 | $5,989,067 | 1.96% |
| Summit Wealth Group, LLC | 85,794 | $2,039 | 1.82% |
| Better Money Decisions, LLC | 82,955 | $1,971,843 | 1.74% |
| IMPACTfolio, LLC | 95,659 | $2,273,814 | 1.64% |
| Arlington Financial Advisors, LLC | 125,721 | $2,988,388 | 1.06% |